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Applicable to all users

Purpose of this article:

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Search is similar to using Google and . It helps you find the right data, content or users across the data ecosystem. It provides recommendations as you type, remembers your previous searches, and ranks the results based on relevance.

You can access search from your Home page or by clicking on the Search icon in the sidebar.

Instructions

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  1. Click on the search bar

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  1. on your home page or the search icon on your sidebar

  2. Enter a search term

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  1. in the search bar and press ENTER or click the Search icon to run the search.

You can refine your search within a category using the following pattern 'labels:type AND name:search term

E.g. To find the tables with transactions in the name use ‘labels:table AND name:*transactions*’.

Using the wild card (*) will find tables called monthly_transactions. Removing the wildcard will find tables called transactions.

Available label include ‘user’, ‘group’, ’tables', ‘columns', ‘schema', ‘database', ‘basictag’, ‘process’,‘domain’, ‘issue’, ‘tool’, 'query’, 'macro’, 'procedure’ and any content loaded like ‘Tableau’.
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2. Search results are grouped by categories and ranked by relevance. You can select different categories underneath the search bar to see the different sets of results

3. Use the filters on the left of the results to narrow down your search

How to use Search

How to use your Home page

How to complete the onboarding

How to use the Inventory

How to use the Migration Assessment tool

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Helpful search tips

  • Space is treated as OR. e.g. if you search for transactions sales you are searching for any object that is linked to the term transaction OR sales. To search as one term, search “transaction sales”

  • Labels must be in lower case and operators must be in UPPER CASE

  • Use advance search terms like wildcards (*), AND/OR and specific object filters using “labels:[object]”. e.g. “labels:tables AND name:*customer*”

  • Refer to the /wiki/spaces/DAT/pages/1232568876 for more phrases

  • Refine your search results by selecting one of the categories below the search bar e.g. Tables

    Image Added

Reviewing your search results

Your search results are displayed in different tabs. To refine your search results you can:

  • Select the tab you are interested in

  • Use the available filters or add additional filters by clicking the ‘Add Filter’ option (Figure 2)

  • Click on ‘Edit Columns’ to change the information displayed on your search results page (Figure 3)

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How to: Search for a Table called 'Transactions' - Quickly locate a specific table

How to: Search for a Report called Customer Churn - Quickly locate a specific report

How to: Using the Inventory - An alternative way to search